Hawaiian Electric Industries Inc
HE- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000354707
No open-market purchases or sales by Hawaiian Electric Industries Inc insiders were filed in the last 90 days; 337 institutions reported holding it in 13F filings for Q2 2026, worth $1.93B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Hawaiian Electric Industries Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 330
- +12 vs. Q4 2022
- Shares held
- 59.1M
- −692.3K (−1.2%) vs. Q4 2022
- Total value
- $2.27B
- −$234.2M (−9.4%) vs. Q4 2022
- New holders
- 42
- 100 more added
- Sold out
- 30
- 118 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 337 | $1.93B |
| Q1 2026 | 342 | $2.05B |
| Q4 2025 | 322 | $1.71B |
| Q3 2025 | 294 | $1.38B |
| Q2 2025 | 276 | $1.37B |
| Q1 2025 | 289 | $1.46B |
| Q4 2024 | 290 | $1.21B |
| Q3 2024 | 291 | $1.15B |
| Q2 2024 | 278 | $642.5M |
| Q1 2024 | 295 | $723.8M |
| Q4 2023 | 292 | $936.2M |
| Q3 2023 | 276 | $792.7M |
| Q2 2023 | 322 | $2.16B |
| Q1 2023 | 330 | $2.27B |
| Q4 2022 | 322 | $2.52B |
| Q3 2022 | 325 | $2.04B |
| Q2 2022 | 337 | $2.39B |
| Q1 2022 | 338 | $2.45B |
| Q4 2021 | 332 | $2.35B |
| Q3 2021 | 301 | $2.38B |
| Q2 2021 | 298 | $2.46B |
| Q1 2021 | 312 | $2.62B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Hawaiian Electric Industries Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $38 | 0.00% | −44−97.8% | Reduced |
| GWM Advisors LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $538 | 0.00% | −5−26.3% | Reduced |
| Disciplined Investments, LLC | 15 | $576 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 18 | $691 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $692 | 0.00% | +1+5.9% | Added |
| TCI Wealth Advisors, Inc. | 29 | $1.11K | 0.00% | −1−3.3% | Reduced |
| Versant Capital Management, Inc | 30 | $1.15K | 0.00% | −33−52.4% | Reduced |
| Gradient Investments LLC | 33 | $1.27K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 37 | $1.42K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 41 | $1.57K | 0.00% | +41 | New |
| JFS Wealth Advisors, LLC | 42 | $1.61K | 0.00% | −14−25.0% | Reduced |
| Pflug Koory, LLC | 49 | $1.88K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 48 | $2.00K | 0.00% | −837−94.6% | Reduced |
| New England Capital Financial Advisors LLC | 53 | $2.04K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $2.46K | 0.00% | +47+276.5% | Added |
| Denali Advisors LLC | 71 | $2.73K | 0.00% | −67−48.6% | Reduced |
| Hexagon Capital Partners LLC | 75 | $2.88K | 0.00% | −10−11.8% | Reduced |
| IFP Advisors, Inc | 110 | $3.74K | 0.00% | −502−82.0% | Reduced |
| North Star Investment Management Corp. | 100 | $3.84K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 98 | $4.00K | 0.00% | −1−1.0% | Reduced |
| Parkside Financial Bank & Trust | 113 | $4.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 144 | $5.53K | 0.00% | +43+42.6% | Added |
| Founders Capital Management | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 188 | $7.22K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $7.68K | 0.00% | +200 | New |
| TSFG, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 204 | $8.00K | 0.01% | +2+1.0% | Added |
| CKW Financial Group | 238 | $9.00K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 263 | $10.1K | 0.00% | +263 | New |
| Bogart Wealth, LLC | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 300 | $11.5K | 0.01% | +300 | New |
| HHM Wealth Advisors, LLC | 300 | $11.5K | 0.00% | +300 | New |
| Gladius Capital Management LP | 304 | $11.7K | 0.00% | −108−26.2% | Reduced |
| Capital Advisors, Ltd. LLC | 319 | $12.0K | 0.00% | −564−63.9% | Reduced |
| Accel Wealth Management | 335 | $12.9K | 0.01% | +3+0.9% | Added |
| Belpointe Asset Management LLC | 360 | $13.8K | 0.00% | −115−24.2% | Reduced |
| Smithfield Trust Co | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $15.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 426 | $16.4K | 0.00% | +426 | New |
| Lindbrook Capital, LLC | 460 | $17.7K | 0.00% | +119+34.9% | Added |
| HM Payson & Co | 464 | $17.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 456 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 500 | $19.2K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $19.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 504 | $19.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 523 | $20.1K | 0.00% | +5+1.0% | Added |
| DT Investment Partners, LLC | 520 | $20.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 533 | $20.5K | 0.00% | −9,693−94.8% | Reduced |
| Capital Analysts, LLC | 532 | $21.0K | 0.00% | +1+0.2% | Added |
| Assetmark, Inc | 625 | $24.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 675 | $25.9K | 0.00% | +420+164.7% | Added |
| Trust Co of Vermont | 733 | $28.1K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 746 | $28.6K | 0.00% | −749−50.1% | Reduced |
| Washington Trust Co | 750 | $28.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 770 | $29.6K | 0.01% | −70−8.3% | Reduced |
| Barrett & Company, Inc. | 930 | $35.7K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 930 | $35.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 935 | $35.9K | 0.01% | −115−11.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $38.4K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,008 | $38.7K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,010 | $39.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,090 | $41.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,114 | $43.0K | 0.00% | +88+8.6% | Added |
| Concord Wealth Partners | 1,240 | $47.6K | 0.01% | +1,240 | New |
| Cedar Mountain Advisors, LLC | 1,440 | $55.3K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,500 | $57.6K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,592 | $61.1K | 0.05% | +1+0.1% | Added |
| Acadian Asset Management LLC | 1,672 | $64.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,692 | $65.0K | 0.01% | −491−22.5% | Reduced |
| Johnson Financial Group, Inc. | 1,765 | $67.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,914 | $73.5K | 0.00% | +194+11.3% | Added |
| Robeco Institutional Asset Management B.V. | 1,947 | $74.8K | 0.00% | +1,947 | New |
| Colonial Trust Advisors | 2,000 | $76.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,276 | $87.5K | 0.00% | +2,000+724.6% | Added |
| TFC Financial Management | 2,420 | $92.9K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,449 | $94.1K | 0.00% | +12+0.5% | Added |
| Tower Research Capital LLC (TRC) | 2,527 | $97.0K | 0.00% | −271−9.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,321 | $97.0K | 0.00% | +839+56.6% | Added |
| Westside Investment Management, Inc. | 2,665 | $102.3K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 2,898 | $111.0K | 0.10% | −1,326−31.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,057 | $117.0K | 0.04% | +3,057 | New |
| Proequities, Inc. | 3,230 | $124.0K | 0.01% | +2+0.1% | Added |
| Buck Wealth Strategies, LLC | 3,466 | $133.1K | 0.06% | +3,466 | New |
| Harbour Investments, Inc. | 3,474 | $133.4K | 0.01% | +200+6.1% | Added |
| Dark Forest Capital Management LP | 3,843 | $147.6K | 0.04% | +3,843 | New |
| AdvisorNet Financial, Inc | 3,879 | $148.9K | 0.01% | −5−0.1% | Reduced |
| Whittier Trust Co | 3,997 | $153.4K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 4,092 | $157.1K | 0.01% | −3,806−48.2% | Reduced |
| Geneos Wealth Management Inc. | 4,288 | $164.7K | 0.01% | +3,448+410.5% | Added |
| Allworth Financial LP | 4,361 | $167.5K | 0.00% | +277+6.8% | Added |
| CWM, LLC | 4,578 | $176.0K | 0.00% | +18+0.4% | Added |
| Creative Capital Management Investments LLC | 5,183 | $199.0K | 0.15% | 00.0% | Unchanged |
| US Bancorp | 5,206 | $199.9K | 0.00% | +14+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 5,279 | $202.7K | 0.00% | +605+12.9% | Added |
| Advisor Partners II, LLC | 5,417 | $208.0K | 0.01% | +84+1.6% | Added |
| Shelton Capital Management | 5,499 | $211.2K | 0.01% | −294−5.1% | Reduced |
| RSM US Wealth Management LLC | 5,543 | $212.9K | 0.01% | +5,543 | New |
| Private Advisor Group, LLC | 5,591 | $214.7K | 0.00% | +5,591 | New |
| Sepio Capital, LP | 5,600 | $215.0K | 0.02% | −187−3.2% | Reduced |